{"url":"https://nivawealth.com/firms/attleboro-wealth-management-318056","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318056","regulatoryAum":129279398,"crd":"318056","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2285474","suffix":null,"lastName":"AMODEI","firstName":"LIDIA","middleName":"G"},{"crd":"4388024","suffix":null,"lastName":"BYELICH","firstName":"MARK","middleName":"JOSEPH"},{"crd":"6279918","suffix":null,"lastName":"D'ELIA","firstName":"JESSE","middleName":"DANIEL"},{"crd":"6076282","suffix":null,"lastName":"WHEELER","firstName":"EMILY","middleName":"CHRISTINE"},{"crd":"7613239","suffix":null,"lastName":"White","firstName":"David","middleName":"John"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-14","regulatoryAum":50294864,"clients":59,"employees":7,"offices":1},{"filedOn":"2026-05-05","regulatoryAum":129279398,"clients":142,"employees":6,"offices":1}],"secFileNumber":"801-134205","legalName":"Attleboro Wealth Management LLC","displayName":"Attleboro Wealth Management","slug":"attleboro-wealth-management-318056","website":"https://attleborowealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/318056/f5f7f7b6fddc7309-r1.webp","tone":"light","width":922,"height":200,"sourceUrl":"https://www.attleborowealth.com/","sourceLabel":"Attleboro Wealth Management LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/AttleboroWealth","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1051 Lindenhurst Road","city":"Yardley","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19067"},"tradeNames":[],"registration":{"secApproved":"21 August 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":923358.2857142857,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":129279398,"discretionary":119741267,"discretionaryAccounts":571,"nonDiscretionary":9538131,"nonDiscretionaryAccounts":57,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":67,"regulatoryAum":21891968},{"label":"High-net-worth individuals","clients":73,"regulatoryAum":107378192},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":9238}],"feePrograms":[{"role":"other","program":"Asset Management","summary":"Maximum annual fee of 1.25% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Comprehensive Portfolio Management","summary":"Maximum annual fee of 2.00% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"Flat fee based on scope and complexity, not to exceed $50,000; a retainer above $500 is not required when services cannot start within 6 months.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Portfolio Monitoring","summary":"Maximum annual fee of 1.00% of assets, negotiable, billed quarterly in advance on the prior quarter's average balance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Tax Services","summary":"Fee based on the time and complexity of the return; most returns are $500 to $1,200, with an estimated median of $600.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:08:52.243814+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","versionId":1013959,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":119741267}],"custodyNote":"Attleboro Wealth Management has custody of $15.8M for 35 clients.","otherCustodians":[],"leadership":[{"name":"Sasha Afanassiev","title":"Chief Compliance Officer","crd":"8065933"},{"name":"Mark Byelich","title":"Managing Member","crd":"4388024"}],"ownership":[{"label":"Mark Byelich","detail":"Managing member in the 75% or more ownership band and a control person, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1051 Lindenhurst Road","city":"Yardley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"215-310-9440","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":4,"detail":"Variable Annuities Via 3rd Party Advisory Agreement"}],"privateFunds":0},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318056/PDF/318056.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013959","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Attleboro Wealth Management have?","answer":"Attleboro Wealth Management has 142 clients and manages $129 million for them, as of May 2026. They include 73 high-net-worth individuals, 67 individual clients, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Attleboro Wealth Management offer?","answer":"Attleboro Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Attleboro Wealth Management use?","answer":"Attleboro Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $120M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Attleboro Wealth Management have?","answer":"Attleboro Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Attleboro Wealth Management invest in?","answer":"At the end of its last fiscal year, Attleboro Wealth Management’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% other, 2% cash and equivalents and 1% state and local bonds. The 4% other category is described as: Variable Annuities Via 3rd Party Advisory Agreement.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Attleboro Wealth Management?","answer":"Attleboro Wealth Management’s direct owner is Mark Byelich (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Attleboro Wealth Management get paid?","answer":"Attleboro Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Attleboro Wealth Management?","answer":"Attleboro Wealth Management’s main office is at 1051 Lindenhurst Road, Yardley, PA 19067. Its phone number is 215-310-9440. Its website is attleborowealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}